See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,248 | $165,335+19.9% | $149,696+32.4% | $158,922+24.7% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 23.61% | 348.15%-324.5pp | 276.60%-253.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,257 | $5,103-75.4% | $4,644-72.9% | $4,761-73.6% |
| Participant deferral / active EE | $6,567 | $7,181-8.5% | $6,842-4.0% | $5,982+9.8% |
| Admin fee / account holder | $10,204 | $10,807-5.6% | $9,309+9.6% | $11,246-9.3% |